Root Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,119 shares of IJR stock, worth $512,565. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,119
Previous 6,599
22.43%
Holding current value
$512,565
Previous $760 Million
29.6%
% of portfolio
0.06%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,812Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio